Trey Wall Email & Phone Number

Richmond, Virginia Area

Managed card production, design, data analysts, legal and compliance resources, process owners, internal trainers and communication specialists to ensure smooth production and to efficiently mitigate regulatory risks, customer concerns and system functionality challenges. -Guided an extensive customer-focused strategy to simplify user experience and identify existing complications and inefficiencies.-Initiated customer focus groups to evaluate the customer experience and used the… Show more Managed card production, design, data analysts, legal and compliance resources, process owners, internal trainers and communication specialists to ensure smooth production and to efficiently mitigate regulatory risks, customer concerns and system functionality challenges. -Guided an extensive customer-focused strategy to simplify user experience and identify existing complications and inefficiencies.-Initiated customer focus groups to evaluate the customer experience and used the input to redesign the application for self-serve - reducing the need for customer/company interactions.-Identified and resolved operational issues - monitoring and maintaining regulatory compliance while concurrently redesigning the processes to avoid future losses.-Enhanced credit limit risk thresholds to grow with customers - increasing satisfaction and retention-Redefined lost/stolen card issue logic - reducing overhead cost -Enhanced quality assurance procedures for card issuance-Recognized as a strategic lead to resolve risk issues and events-Successfully led migration teams to AWS (Cloud), while maintaining a proactive focus on identifying/classifying risks and developing mitigating strategies to minimize potential issues. This was critical given the ground-breaking nature of the project. Show less

Plano, Texas

Drove ground-up core operations teams, product teams & analysts to synchronize people and simplify products, process and technology following a three-bank acquisition. ● Reengineered Account Opening and document retention process - $4.5M annual savings.● Oversaw product team that completely overhauled disclosure language - Rated top-bank in fee transparency by American Banker, WalletHub, Consumerist and BizJournals ● Simplified and reduced reliance on courier services - 80%… Show more Drove ground-up core operations teams, product teams & analysts to synchronize people and simplify products, process and technology following a three-bank acquisition. ● Reengineered Account Opening and document retention process - $4.5M annual savings.● Oversaw product team that completely overhauled disclosure language - Rated top-bank in fee transparency by American Banker, WalletHub, Consumerist and BizJournals ● Simplified and reduced reliance on courier services - 80% reduction in expense● Owned branch infrastructure & technology - Consolidated technology & revised internal policies, procedures, communications and processes.● Implemented audit program to detect internal/external fraud, coach associates and ensure regulatory compliance.● Deployed Agile methodology and setup team structure for enhanced operational synergy● Managed branch rationalization and redesign across 850 branches following a fourth bank acquisition.o Identified underperforming branches for closure; inventoried and redistributed all equipment. o Prioritized technology, infrastructure upgrades and remodels of 300 branches while ensuring budget compliance. Implemented server redundancies and complete server upgrades in deficient branches. Show less

Dallas/Fort Worth Area

•Implemented a project and processes to automatically identify and provide aide to borrowers in FEMA designated disaster areas with circumstances they may face in accordance with MHA Supplemental Directive 10-16. •Restructured an ineffective process in which 8K borrowers who had been granted a permanent modification were declined in error. Designed a work around process to reverse the decision and promptly reissue the modification until our technology partners had time to automate this… Show more •Implemented a project and processes to automatically identify and provide aide to borrowers in FEMA designated disaster areas with circumstances they may face in accordance with MHA Supplemental Directive 10-16. •Restructured an ineffective process in which 8K borrowers who had been granted a permanent modification were declined in error. Designed a work around process to reverse the decision and promptly reissue the modification until our technology partners had time to automate this process. The QC process was optimized through a better suited department resulting in greatly reduced volume of invalid declines.•Worked with Technology partners to create and design a more efficient process for borrowers coming into the modification process.•Revised and implemented new communications and training materials to better guide and direct customer facing associates for performance improvement and reduced SLA times.•Creatively implemented multiple projects with little to no cost.•Built, fostered, and maintained relationships with marketing, legal, compliance, risk, and many other lines of business to uphold a level of urgency which resulted in accomplished goals at an expedited pace.•Hosted weekly calls with multiple lines of business to improve processes and address downstream impacts.•Closely worked with bank liaisons to prepare for pre and post testing of projects and provided necessary materials for an MHA-C Audit which included previously reported Self-Identified Audit issues, associate score cards, associate SLA’s, Quality assurance reports, departmental reports, and specific loan samples as requested.•Created technical documents required for enhancements and technical changes. Show less

Dallas/Fort Worth Area

•Manager with extensive experience in vendor management, operations, and mortgage banking. •Strong background in interviewing, hiring and developing a diverse employee base. •Empowered in implementing training plans to effectively manage a portfolio of over 10 million loans. •Proven ability to effectively manage vendor relationships and negotiate contracts. •Manage ad hoc projects within Mortgage Operations.•Organized, hired, and trained both domestic and offshore staff to… Show more •Manager with extensive experience in vendor management, operations, and mortgage banking. •Strong background in interviewing, hiring and developing a diverse employee base. •Empowered in implementing training plans to effectively manage a portfolio of over 10 million loans. •Proven ability to effectively manage vendor relationships and negotiate contracts. •Manage ad hoc projects within Mortgage Operations.•Organized, hired, and trained both domestic and offshore staff to perform electronic invoice review, processing, and audits of vendors.•Successfully converted WaMu and EMC loans to Chase standards and oversight.•Closely worked with internal and external compliance to adhere to all RegAB, OCC, and other regulatory guidelines. Ensuring that proper documentation is provided to both Investor Auditors and Internal Auditors.•Redefined firm-wide user profiles for the LPS Invoice Management Application to create new roles and access levels.•Led multiple teams in a consolidation/adoption project to consolidate the use of numerous independent servicing systems under Chase, WaMu, and EMC and incorporated them into a unified group of systems as part of the firm-wide achievement called “Project UNO”. Show less

Dallas/Fort Worth Area

•Vendor management liaison for three of the entities within the firm which included renegotiating vendor contracts resulting in an average of 20% reduction in operating costs.•Reported and reviewed all accounting, taxes, statements, and staff responsibilities to the corporation’s CFO •Managed and oversaw accounting staff and bank reconciliation for the three separate entities.•Responsible for tax preparation for the corporation.•Managed contracts and initiated significant… Show more •Vendor management liaison for three of the entities within the firm which included renegotiating vendor contracts resulting in an average of 20% reduction in operating costs.•Reported and reviewed all accounting, taxes, statements, and staff responsibilities to the corporation’s CFO •Managed and oversaw accounting staff and bank reconciliation for the three separate entities.•Responsible for tax preparation for the corporation.•Managed contracts and initiated significant savings by reviewing all expenses and soliciting competitive bids to enhance the profitability of our conglomerate.•Responsible for month-end closings and tax preparation.•Implemented and improved the company’s policies and procedures for credit card and purchase order transactions resulting in a more efficient work flow and expense reductions.•Achieved reduction in cost of aircraft parts while increasing services provided. Show less

Dallas/Fort Worth Area

•Project manager for building remodel; acted as vendor/contractor liaison reporting and negotiating bids, budgets, and presented plans for approval by the HOA board and residents. •Managed staff administration and conducted employee training.•Assisted in property management/accounts receivables.•Acted as the technical advisor, providing support for company and client systems.•Planned and organized tenant functions and social events.

Waco, Texas Area

•Assisted a prominent Waco realty office with all office and accounting/bookkeeping functions.•Designed marketing and advertising materials for e-mail, internet, billboard, flyer, property signage, social media and newsprint communications.•Administered local MLS database with property transactions, sales volumes and realtor information.•Created monthly agent duty schedules to enhance effective time management and maximize efficiency.•Maintained office files, document… Show more •Assisted a prominent Waco realty office with all office and accounting/bookkeeping functions.•Designed marketing and advertising materials for e-mail, internet, billboard, flyer, property signage, social media and newsprint communications.•Administered local MLS database with property transactions, sales volumes and realtor information.•Created monthly agent duty schedules to enhance effective time management and maximize efficiency.•Maintained office files, document preparation, financial documents, and updated realtor database.•Advanced and upheld client relationships.•Developed a reputation as a team player and effective “go to” person. •Project coordinator for technology migration, social events, advertising, promotional events, and property development. Show less